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HomeAway, Inc. (AWAY) Message Board

  • ckbenergy ckbenergy Jun 8, 2012 3:24 AM Flag

    Here is my take

    This stock is a total buy at some point. Just not sure when. It's kinda like Soda Stream at 20 in that it is a recession play of sorts. People are renting their houses out direclty on this site and it offers a huge discount to traditional brokerage. Getting back to my Soda Stream analogy, are you going to pay up for soda for the kids or carbonation to put in your scotch or press the soda stream button. This may be a fad, but but I said the same about priceline at 2 bucks. Every analsyt said it sucked. So if this thing dips fro some resaon, I am buyer. That being said it's a total recession play. I believe the next earnings report will be huge. SO good luck.

 
AWAY
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